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ANDREWS, LUCIA WEALTH MANAGEMENT LLC → NEE-PS

ANDREWS, LUCIA WEALTH MANAGEMENT LLC NEE-PS Position History

NEE-PS

Quarters held
4
Latest value
$931K
Q3 2026
Peak value
$931K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$885K
Q1 2026$823K
Q2 2026$877K
Q3 2026$931K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$931K27.6K——
Q2 2026$877K25.7K——
Q1 2026$823K25.6K——
Q4 2025$885K27.9K——

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